Smart Money · Holder IQ
56.2 / 100
Above median holder quality (percentile 61.7 this quarter).
CBZ
CBIZ IncNYSE
$54.980.00%
Close Oct 30, 2026
Reading stored signals…
Industrials • Specialty Business Services
Company Quality Grade
Per-share book value with reinvested dividends, and the steadiness of its 40-quarter trend.
As of · Window to
Historical book-value growth with dividends
- Book with dividends · annual growth
- 13.5%
- Consistency of fitted trend · R²
- 0.857
- Recent / whole-window slope
- 2.47×
- CBZ
- Whole-window fit
- Recent 12-quarter fit
- ABM
- CTAS
Peers: same industry, any size · 2 qualifying series. Each starts at 100 on its own fiscal dates.
Quarterly chart values · 41 observations
· 100 indexed · 8.8 per share
· 101.9 indexed · 9 per share
· 100.4 indexed · 8.9 per share
· 107.6 indexed · 9.5 per share
· 109.6 indexed · 9.7 per share
· 110.7 indexed · 9.8 per share
· 109.9 indexed · 9.7 per share
· 119.5 indexed · 10.6 per share
· 121.9 indexed · 10.8 per share
· 124.1 indexed · 11 per share
· 121.8 indexed · 10.8 per share
· 129.8 indexed · 11.5 per share
· 132.5 indexed · 11.7 per share
· 136.7 indexed · 12.1 per share
· 134.4 indexed · 11.9 per share
· 138.8 indexed · 12.3 per share
· 145.1 indexed · 12.8 per share
· 149.1 indexed · 13.2 per share
· 146.8 indexed · 13 per share
· 154.1 indexed · 13.6 per share
· 152.2 indexed · 13.5 per share
· 155.3 indexed · 13.7 per share
· 153 indexed · 13.5 per share
· 164.8 indexed · 14.6 per share
· 166.4 indexed · 14.7 per share
· 170 indexed · 15 per share
· 160.7 indexed · 14.2 per share
· 173.2 indexed · 15.3 per share
· 175.5 indexed · 15.5 per share
· 183.8 indexed · 16.3 per share
· 179.6 indexed · 15.9 per share
· 195.8 indexed · 17.3 per share
· 201 indexed · 17.8 per share
· 209.1 indexed · 18.5 per share
· 400.7 indexed · 35.5 per share
· 338.9 indexed · 30 per share
· 336.5 indexed · 29.8 per share
· 339.2 indexed · 30 per share
· 366.2 indexed · 32.4 per share
· 392.6 indexed · 34.7 per share
· 354.7 indexed · 31.4 per share
ABM · 2016-07-31 to 2026-07-31 · size observation 2026-11-12 · grade sha256:0d1b0e95ab9502dcd78940f6f75c4245dd35ed84a6c301bb688fc976200865bc
CTAS · 2016-05-31 to 2026-05-31 · size observation 2026-11-12 · grade sha256:a40c5d527916cadb2fcc2a8697f77b20d8d428fd784ef434100decc8a3a1640b
Basis: total common book, used as the fallback basis for the whole window. Dividends are reinvested at book value.
No decline detected by the published slope-ratio test.
Method, filing sources and publication receipt
The compounder rule requires a top-decile composite, positive slope and no detected decline in the tangible-book eligible pool. Total-common-book fallback rows cannot qualify. Decline means the 90% interval for recent / whole-window slope lies below 1.
Source: SEC first-filed XBRL. Midas Edge API’s published Green Compounders method uses only filings public by the as-of date, split-adjusted shares and the original filed values. Restatements do not replace them. Issuer pools and entity types reflect the SEC submissions captured for this run, not historical classifications at each as-of date.
The primary form fits log book value with reinvested dividends against time. The method checks the starting book and market-cap floors and excludes identified non-reliance/enforcement windows. Its cohort is fixed at capture time, so historical percentiles have capture and survival limits. It does not check audit-opinion going-concern text. This grade is separate from InsiderIQ, HolderIQ and NetCredibility.
Input filings (40 in this window): 0000944148-25-000012; 0000944148-25-000022; 0000944148-26-000038. The links show up to three of the input filings.
Method notes: An additional method qualification is recorded in the publication receipt. An additional method qualification is recorded in the publication receipt. Going-concern audit wording was not evaluated. Missing dividend facts were treated as zero by the published method. No preferred-equity fact was filed; the method used zero. Enforcement findings use records naming the issuer. An additional method qualification is recorded in the publication receipt. Some quarters use weighted-average shares.
- Parameters
- pg-g2-params.v36
- Plane
- sha256:b08311b44a364243079bd02d05184590ce1b4a8cecae5ac54eb47e6d8d100282
- Grade row SHA-256
- sha256:007935e91d8fa0aad6de1f62278ba0dd43c2614c65aafbc4a357d9a510390edd
- Manifest SHA-256
- sha256:a759396dbafa0c13c8b128c70452c491b5de054e46821a357c30bd15b13ce27f
- Engine SHA-256
- sha256:59cafdcf1cf34b8d7549562af91a81cf1204405ccf03224493f1228e71293258
- Hand-check receipt SHA-256
- sha256:1eb90c6040524e68ca2ed0a0feab58b3e77fa52586a2872887a9be00ed2a52b7
People-network credibilityUncalibrated
No reporting owner has a RED or GREEN connection distinguishable from zero in this publication.
Show all 12 reporting owners
- Rick L. BurdickDirector — as filedRED 0 · GREEN 0 · Net 0
- Gina D. FranceDirector — as filedRED 0 · GREEN 0 · Net 0
- Jerome P. GriskoCEO & President · Director — as filedRED 0 · GREEN 0 · Net 0
- Michael P. KouzelosPresident, Employee Services — as filedRED 0 · GREEN 0 · Net 0
- Brad S. LakhiaSenior Vice President & CFO — as filedRED 0 · GREEN 0.000005 · Net 0.000005
- Michael T. ManganChief Accounting Officer — as filedRED 0 · GREEN 0 · Net 0
- Richard T. MarabitoDirector — as filedRED 0 · GREEN 0 · Net 0
- Kathy A. RaffaDirector — as filedRED 0 · GREEN 0 · Net 0
- A. Haag ShermanDirector — as filedRED 0 · GREEN 0 · Net 0
- Todd J. SlotkinDirector — as filedRED 0 · GREEN 0 · Net 0
- Benaree Pratt WileyDirector — as filedRED 0 · GREEN 0 · Net 0
- Rodney A. YoungDirector — as filedRED 0 · GREEN 0 · Net 0
How this is measured
A connection is distinguishable from zero here only when its RED or GREEN published interval has a lower bound above zero. A person with an admitted finding is always listed first, even with a zero score. Connections are then ordered by the larger of RED and GREEN. A zero tied with other owners is not given a percentile.
RED measures graph connections to people with admitted adjudications; GREEN measures connections to repeat value creators and stewards of qualifying compounders and long-term shareholder-return leaders. Net is GREEN minus RED on a −1 to 1 scale, not a probability or expected return. Connections alone do not establish conduct. These measures are separate from insider trading performance and Company Quality Grade.
The publication is uncalibrated. Its intervals are published bands, not a claim of calibrated confidence or a tested forecast.
Admitted findings are published guilty pleas, convictions and litigated SEC judgments or orders. Settlements and open cases are not findings. A positive net does not erase an admitted finding. Absence of a finding is not a clearance or a complete regulatory-history search.
Reporting owners who filed from after Oct 9, 2025 through Oct 9, 2026: a 12-month window ending at the publication date. This can include former officers and directors; it is not a verified roster of today's employees.
Link an account to see your stake, watchlist and past holdings. use the cited filings to check the reported role and evidence alongside your investment thesis. A connection alone does not tell you to increase or reduce a holding.
Medians across all 12 scored reporting owners at this company as of Oct 9, 2026: RED 0, GREEN 0, net 0. Highest RED: 0; highest GREEN: 0.000005.
- Issuer CIK
- 0000944148
- Publication as of
- Oct 9, 2026; known by Oct 9, 2026
- Retrieved
- Nov 13, 2026; a new publication can take up to six hours to appear here
- RED source refresh state
- fresh within 8d
- Method
- epg.signed_credibility.raw-uncalibrated.v1
- Population identity
- sha256:733e7e30f755f296f1d478ccb2c8674cb0adf04ebbe89319e08bc8255dddb9c5
- Graph identity
- c6521b138848011b775d9a6dfb7ac59989b2082fdc729ef4f41456a4e2037f60
- Source
- SEC Forms 3, 4 and 5 for roles; the Midas Edge API's active immutable people-network publication for credibility and admitted findings. GREEN seed evidence can include vendor price histories. No portfolio or account data is sent to this product.
Rick L. Burdick · SEC CIK 0001015719
Read the Form 4 filed May 19, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: d968c5403dc5de278db68cddea83aceb55e6261c1563c21948de7b169ccb9eec
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Gina D. France · SEC CIK 0001299626
Read the Form 4 filed May 19, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 5280ef6e67b30b3c044fbb78e97c87c8904406cc0ddb26d5d183ebea1d80f495
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Jerome P. Grisko · SEC CIK 0001251094
Read the Form 4 filed Mar 17, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 7d76ab3ce451961d4a0499199b9981625e049de45a80837d3b122b73bb5878b3
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Michael P. Kouzelos · SEC CIK 0001641312
Read the Form 4 filed Mar 10, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: b4a8de255fef02b6f2494517663c85aa5f53efb2af1f9c4484021ba245818941
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Brad S. Lakhia · SEC CIK 0001615728
Read the Form 4 filed Sep 21, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.020005; net -0.039995 to 0.040005.
Score identity: 7aa99dd2001573c0695663a4ec58ce0dbffb42f16eaa3e1bff3f324f311866fc
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Michael T. Mangan · SEC CIK 0002060840
Read the Form 4 filed Mar 10, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: fee5cccc2fcfb22edc19eeb624f5d320cd293dcdbccaa660bfd5db41dedcab02
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Richard T. Marabito · SEC CIK 0001255662
Read the Form 4 filed May 19, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: ef9a5754baab69e53b9245e81aaf3f960dbe37dcf728eff59ab43ea82bad8f72
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Kathy A. Raffa · SEC CIK 0001732437
Read the Form 4 filed May 19, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 8f200771f6558f441ad6e36ec3ef9c73ccbea67d3390546e0b281cd7b1d3e95e
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
A. Haag Sherman · SEC CIK 0001283832
Read the Form 4 filed Aug 5, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 144bb08c4bc60580752fb81b39de254a7d3e2baff1aadff0572813dec1809284
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Todd J. Slotkin · SEC CIK 0001184025
Read the Form 4 filed May 19, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 359af7b144faf8bb2e395a4de5ba1d18ca25a32da2493f0b4ffe7a16a4d6cff5
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Benaree Pratt Wiley · SEC CIK 0001180622
Read the Form 4 filed Mar 11, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: fd4e8d8198ca2c1994ac1548def3a99b385479f611f66797e3ba0815d26a75ad
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Rodney A. Young · SEC CIK 0001195915
Read the Form 4 filed May 19, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 437bd0203b58772823fec55ab909c3fd298208dad4f963ff10d65f4960c82940
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
- Market cap
- $3.28B
- 1 month
- +0.5%
- 3 months
- -0.2%
- 1 year
- +7.2%
- 52-week range
- $25.14$55.50
More market facts
- Dividend
- No dividends on record
- Short interest
- 2.2% of float1.1M shares · settled Oct 30, 2026 · -39.2% since Oct 15, 2026 · FINRA
Fundamentals · trailing 12 months to Sep 30, 2026
- Revenue
- $2.78B
- Net income
- $148.04M
- Free cash flow
- $278.69M
- Book value
- $1.91B
- Total debt
- $1.45B
- P/E
- 22.2×
- Price / sales
- 1.2×
- Price / book
- 1.7×
- FCF yield
- +8.5%
- Net margin
- +5.3%
Trailing twelve-month statements · as of Nov 12, 2026
End-of-day close from stored market data, not a live quote.
About CBIZ Inc
CBIZ, Inc. provides financial, insurance, and advisory services in the United States and Canada. It operates through Financial Services, Benefits and Insurance Services, and National Practices segments. The Financial Services segment offers accounting and tax, financial advisory, national technology, and government healthcare consulting services.
Read more
The Benefits and Insurance Services segment provides employee benefits consulting, payroll/human capital management, property and casualty insurance, and retirement and investment services. The National Practices segment offers information technology managed networking and hardware services. The company primarily serves small and medium-sized businesses, as well as individuals, governmental entities, and not-for-profit enterprises. CBIZ, Inc. was incorporated in 1987 and is headquartered in Independence, Ohio.
- Website
- cbiz.com
- Headquarters
- Independence, OH, United States
- Employees
- 9,500
- Listed
- Apr 27, 1995
- Fiscal year ends
- December
Company profile stored Nov 1, 2026.
Quarterly results
The last 8 fiscal quarters from the latest stored normalized financial statements. These may include restatements. Year over year compares the same quarter a year earlier.
| Quarter | Revenue | YoY | Gross margin | Op. income | Net income |
|---|---|---|---|---|---|
| Sep 2026filed Oct 30, 2026 | $702.2M | +1.2% | 16.2% | $90.2M | $47.2M |
| Jun 2026filed Aug 4, 2026 | $682.2M | -0.2% | 10.6% | $34.1M | $18.6M |
| Mar 2026filed Apr 30, 2026 | $848.6M | +1.3% | 26.6% | $196.4M | $161.6M |
| Dec 2025filed Feb 26, 2026 | $542.7M | +17.9% | -9.4% | -$85.2M | -$79.4M |
| Sep 2025filed Oct 30, 2025 | $693.8M | +58.1% | 13.0% | $58.9M | $30.1M |
| Jun 2025filed Jul 31, 2025 | $683.5M | +62.7% | 12.9% | $60.3M | $41.9M |
| Mar 2025filed Apr 25, 2025 | $838.0M | +69.5% | 27.2% | $200.0M | $122.8M |
| Dec 2024filed Feb 28, 2025 | $460.3M | +40.5% | -13.4% | -$106.7M | -$90.7M |
Balance sheet · cash, debt and near-term obligations
What resources sit beside the obligations? These are balances at each fiscal quarter end, not cash earned during the quarter. Amounts are in USD, the reporting currency.
As of
- Reported cash
- $17.6M
- Reported total debt
- $1.5B
- Current assets
- $1.1B
- Current liabilities
- $699.8M
Vendor filing date:
As of
- Reported cash
- $20.9M
- Reported total debt
- $1.9B
- Current assets
- $1.0B
- Current liabilities
- $683.8M
Vendor filing date:
As of
- Reported cash
- $28.7M
- Reported total debt
- $2.0B
- Current assets
- $1.1B
- Current liabilities
- $655.9M
Vendor filing date:
As of
- Reported cash
- $18.3M
- Reported total debt
- $1.8B
- Current assets
- $899.2M
- Current liabilities
- $735.6M
Vendor filing date:
Link an account to see your stake, watchlist and past holdings. Compare cash and debt across dates when reviewing its reliance on financing. Current assets can include receivables and inventory; current liabilities include bills as well as borrowings. They are not all spendable cash or all debt. These figures alone do not establish the ability to repay.
Source: the latest stored normalized balance sheets, matched to the same security and fiscal end as these income periods. They may include restatements and are not an originally-filed or knowledge-time history. No net debt, coverage ratio or replacement balance is calculated. Read the SEC guide to financial statements for the distinction between balances and cash flows.
Fiscal years · last 6
| Fiscal year | Revenue | YoY | Gross margin | Op. income | Net income |
|---|---|---|---|---|---|
| Dec 2025filed Feb 26, 2026 | $2.8B | +52.1% | 12.9% | $234.0M | $115.4M |
| Dec 2024filed Feb 28, 2025 | $1.8B | +14.0% | 10.1% | $73.7M | $41.0M |
| Dec 2023filed Feb 23, 2024 | $1.6B | +12.7% | 14.0% | $165.2M | $121.0M |
| Dec 2022filed Feb 24, 2023 | $1.4B | +27.8% | 15.8% | $168.3M | $105.4M |
| Dec 2021filed Feb 25, 2022 | $1.1B | +14.6% | 14.4% | $72.7M | $70.9M |
| Dec 2020filed Feb 26, 2021 | $963.9M | +1.6% | 14.4% | $92.5M | $78.3M |
Annual cash generation
Does profit turn into cash? Compare CBZ’s accounting profit with operating cash flow and capital spending. Amounts are in USD.
Fiscal year ending
- Net income
- $115.4M
- Operating cash flow
- $192.5M
- Capital spending
- $17.0M
- Free cash flow
- $175.5M
Fiscal year ending
- Net income
- $41.0M
- Operating cash flow
- $123.7M
- Capital spending
- $12.9M
- Free cash flow
- $110.8M
Fiscal year ending
- Net income
- $121.0M
- Operating cash flow
- $153.5M
- Capital spending
- $23.1M
- Free cash flow
- $130.5M
Earlier cash-flow years
Fiscal year ending
- Net income
- $105.4M
- Operating cash flow
- $126.1M
- Capital spending
- $8.6M
- Free cash flow
- $117.5M
Fiscal year ending
- Net income
- $70.9M
- Operating cash flow
- $131.2M
- Capital spending
- $9.0M
- Free cash flow
- $122.2M
Fiscal year ending
- Net income
- $78.3M
- Operating cash flow
- $146.8M
- Capital spending
- $11.6M
- Free cash flow
- $135.3M
Link an account to see your stake, watchlist and past holdings. Compare cash generation and investment needs with your thesis. Working capital and non-cash charges can separate profit from cash. Capital spending can reduce free cash flow while earnings rise. For a long or short position, that gap alone does not predict a price move.
Cash-flow source and meaning
Source: Annual financial statements, latest stored vendor-normalized figures. These may include restatements and may differ from the filer’s own XBRL. A filing date is not the knowledge date of this version of the values.
Free cash flow is the vendor’s reported figure, shown only when it agrees with operating cash flow less capital spending recorded as a positive outflow. It is not cash guaranteed for dividends or buybacks, and it does not subtract every financing obligation. Missing or sign-incompatible inputs are not filled in. An unlabelled currency is used only for a confirmed domestic USD filer. These are annual statements, not forecasts or an originally-filed history.
Cash allocation: dividends, shares and debt
Where did CBZ’s financing cash go? Compare cash paid as dividends with net share and debt transactions across fiscal years. Amounts are in USD, the reporting currency. These are company-wide totals, not per-share payouts.
Fiscal year ended
Vendor filing date:
- Net share issuance / purchases
- -$160.1M
- Net borrowing / repayment
- $51.5M
- Total financing cash flow
- -$145.7M
Fiscal year ended
Vendor filing date:
- Net share issuance / purchases
- -$11.5M
- Net borrowing / repayment
- $1.1B
- Total financing cash flow
- $1.0B
Fiscal year ended
Vendor filing date:
- Cash dividends paid
- $93.4M
- Net share issuance / purchases
- -$73.8M
- Net borrowing / repayment
- $46.7M
- Total financing cash flow
- -$77.1M
Fiscal year ended
Vendor filing date:
- Cash dividends paid
- $10.0M
- Net share issuance / purchases
- -$129.8M
- Net borrowing / repayment
- $125.8M
- Total financing cash flow
- -$17.3M
Fiscal year ended
Vendor filing date:
- Cash dividends paid
- $7.3M
- Net share issuance / purchases
- -$100.5M
- Net borrowing / repayment
- $38.4M
- Total financing cash flow
- -$69.0M
Fiscal year ended
Vendor filing date:
- Cash dividends paid
- $6.5M
- Net share issuance / purchases
- -$58.5M
- Net borrowing / repayment
- -$11.2M
- Total financing cash flow
- -$76.6M
Link an account to see your stake, watchlist and past holdings. Compare these uses of cash with operating cash generation and the debt on the balance sheet. A negative net share movement means purchases exceeded issuance; it does not give gross buybacks. A dividend or share purchase can be financed with borrowing, and none of these flows guarantees a future payment or price return.
Allocation source and sign conventions
Source: Annual cash-flow statements, latest stored vendor-normalized values for the same security and fiscal year. These can include restatements; a filing date is not the knowledge date of this version.
Dividends are positive cash paid out. For net share transactions, net borrowing and total financing, positive means cash in and negative means cash out. Net share transactions combine issuance and purchases; they are not gross repurchases, a change in shares outstanding, or stock compensation. Total financing includes other flows and is not the sum of just these three lines. Zero means a reported zero. No FX conversion, shareholder-return total or forecast is inferred.
Short-interest history
Reported short positions, stored float percentages and adjusted prices over the same period.
Shares short
Share of float
Adjusted close · USD
Settlement records · 137 observations
Settlement Oct 30, 2026
1,079,482 shares short
-695,001 shares (-39.2%) vs Oct 15, 2026
2.2% of the stored float. Published Nov 10, 2026.
Settlement Oct 15, 2026
1,774,483 shares short
-370,352 shares (-17.3%) vs Sep 30, 2026
3.7% of the stored float. Published Oct 26, 2026.
Settlement Sep 30, 2026
2,144,835 shares short
+84,705 shares (+4.1%) vs Sep 15, 2026
4.4% of the stored float. Published Oct 9, 2026.
Settlement Sep 15, 2026
2,060,130 shares short
+83,154 shares (+4.2%) vs Aug 31, 2026
Published Sep 24, 2026.
Settlement Aug 31, 2026
1,976,976 shares short
-320,958 shares (-14%) vs Aug 14, 2026
4.2% of the stored float. Published Sep 10, 2026.
Settlement Aug 14, 2026
2,297,934 shares short
-1,081,241 shares (-32%) vs Jul 31, 2026
4.9% of the stored float. Published Aug 25, 2026.
Settlement Jul 31, 2026
3,379,175 shares short
-363,607 shares (-9.7%) vs Jul 15, 2026
7.2% of the stored float. Published Aug 11, 2026.
Settlement Jul 15, 2026
3,742,782 shares short
-39,815 shares (-1.1%) vs Jun 30, 2026
8% of the stored float. Published Jul 24, 2026.
Settlement Jun 30, 2026
3,782,597 shares short
-139,591 shares (-3.6%) vs Jun 15, 2026
8.1% of the stored float. Published Jul 10, 2026.
Settlement Jun 15, 2026
3,922,188 shares short
+84,180 shares (+2.2%) vs May 29, 2026
8.4% of the stored float. Published Jun 25, 2026.
Settlement May 29, 2026
3,838,008 shares short
-189,238 shares (-4.7%) vs May 15, 2026
8.2% of the stored float. Published Jun 9, 2026.
Settlement May 15, 2026
4,027,246 shares short
-414,052 shares (-9.3%) vs Apr 30, 2026
8.6% of the stored float. Published May 27, 2026.
Settlement Apr 30, 2026
4,441,298 shares short
-19,538 shares (-0.4%) vs Apr 15, 2026
9.5% of the stored float. Published May 11, 2026.
Settlement Apr 15, 2026
4,460,836 shares short
-123,229 shares (-2.7%) vs Mar 31, 2026
9.6% of the stored float. Published Apr 24, 2026.
Settlement Mar 31, 2026
4,584,065 shares short
-293,224 shares (-6%) vs Mar 13, 2026
9.8% of the stored float. Published Apr 10, 2026.
Settlement Mar 13, 2026
4,877,289 shares short
-174,109 shares (-3.4%) vs Feb 27, 2026
10.4% of the stored float. Published Mar 24, 2026.
Settlement Feb 27, 2026
5,051,398 shares short
+298,988 shares (+6.3%) vs Feb 13, 2026
10.8% of the stored float. Published Mar 10, 2026.
Settlement Feb 13, 2026
4,752,410 shares short
-13,764 shares (-0.3%) vs Jan 30, 2026
10.2% of the stored float. Published Feb 25, 2026.
Settlement Jan 30, 2026
4,766,174 shares short
-110,843 shares (-2.3%) vs Jan 15, 2026
10.2% of the stored float. Published Feb 10, 2026.
Settlement Jan 15, 2026
4,877,017 shares short
-164,695 shares (-3.3%) vs Dec 31, 2025
10.4% of the stored float. Published Jan 27, 2026.
Settlement Dec 31, 2025
5,041,712 shares short
+139,888 shares (+2.9%) vs Dec 15, 2025
10.8% of the stored float. Published Jan 12, 2026.
Settlement Dec 15, 2025
4,901,824 shares short
-271,382 shares (-5.2%) vs Nov 28, 2025
10.5% of the stored float. Published Dec 24, 2025.
Settlement Nov 28, 2025
5,173,206 shares short
+170,583 shares (+3.4%) vs Nov 14, 2025
11.1% of the stored float. Published Dec 9, 2025.
Settlement Nov 14, 2025
5,002,623 shares short
+396,432 shares (+8.6%) vs Oct 31, 2025
10.7% of the stored float. Published Nov 25, 2025.
Settlement Oct 31, 2025
4,606,191 shares short
+199,243 shares (+4.5%) vs Oct 15, 2025
9.9% of the stored float. Published Nov 11, 2025.
Settlement Oct 15, 2025
4,406,948 shares short
+685,902 shares (+18.4%) vs Sep 30, 2025
9.4% of the stored float. Published Oct 24, 2025.
Settlement Sep 30, 2025
3,721,046 shares short
+35,996 shares (+1%) vs Sep 15, 2025
8% of the stored float. Published Oct 9, 2025.
Settlement Sep 15, 2025
3,685,050 shares short
+121,173 shares (+3.4%) vs Aug 29, 2025
7.9% of the stored float. Published Sep 24, 2025.
Settlement Aug 29, 2025
3,563,877 shares short
-204,611 shares (-5.4%) vs Aug 15, 2025
7.6% of the stored float. Published Sep 10, 2025.
Settlement Aug 15, 2025
3,768,488 shares short
+502,611 shares (+15.4%) vs Jul 31, 2025
8.1% of the stored float. Published Aug 26, 2025.
Settlement Jul 31, 2025
3,265,877 shares short
+368,898 shares (+12.7%) vs Jul 15, 2025
7% of the stored float. Published Aug 11, 2025.
Settlement Jul 15, 2025
2,896,979 shares short
+47,576 shares (+1.7%) vs Jun 30, 2025
6.2% of the stored float. Published Jul 24, 2025.
Settlement Jun 30, 2025
2,849,403 shares short
+313,661 shares (+12.4%) vs Jun 13, 2025
6.1% of the stored float. Published Jul 10, 2025.
Settlement Jun 13, 2025
2,535,742 shares short
+143,474 shares (+6%) vs May 30, 2025
5.4% of the stored float. Published Jun 25, 2025.
Settlement May 30, 2025
2,392,268 shares short
+361,948 shares (+17.8%) vs May 15, 2025
5.1% of the stored float. Published Jun 10, 2025.
Settlement May 15, 2025
2,030,320 shares short
+115,904 shares (+6.1%) vs Apr 30, 2025
4.3% of the stored float. Published May 27, 2025.
Settlement Apr 30, 2025
1,914,416 shares short
+175,046 shares (+10.1%) vs Apr 15, 2025
4.1% of the stored float. Published May 9, 2025.
Settlement Apr 15, 2025
1,739,370 shares short
+54,448 shares (+3.2%) vs Mar 31, 2025
3.7% of the stored float. Published Apr 25, 2025.
Settlement Mar 31, 2025
1,684,922 shares short
+124,264 shares (+8%) vs Mar 14, 2025
3.6% of the stored float. Published Apr 9, 2025.
Settlement Mar 14, 2025
1,560,658 shares short
+98,341 shares (+6.7%) vs Feb 28, 2025
3.3% of the stored float. Published Mar 25, 2025.
Settlement Feb 28, 2025
1,462,317 shares short
+87,848 shares (+6.4%) vs Feb 14, 2025
3.1% of the stored float. Published Mar 11, 2025.
Settlement Feb 14, 2025
1,374,469 shares short
+23,241 shares (+1.7%) vs Jan 31, 2025
2.9% of the stored float. Published Feb 26, 2025.
Settlement Jan 31, 2025
1,351,228 shares short
-95,097 shares (-6.6%) vs Jan 15, 2025
2.9% of the stored float. Published Feb 11, 2025.
Settlement Jan 15, 2025
1,446,325 shares short
+76,204 shares (+5.6%) vs Dec 31, 2024
3.1% of the stored float. Published Jan 27, 2025.
Settlement Dec 31, 2024
1,370,121 shares short
+186,478 shares (+15.8%) vs Dec 13, 2024
2.9% of the stored float. Published Jan 10, 2025.
Settlement Dec 13, 2024
1,183,643 shares short
-59,167 shares (-4.8%) vs Nov 29, 2024
2.5% of the stored float. Published Dec 24, 2024.
Settlement Nov 29, 2024
1,242,810 shares short
+25,527 shares (+2.1%) vs Nov 15, 2024
2.7% of the stored float. Published Dec 10, 2024.
Settlement Nov 15, 2024
1,217,283 shares short
+156,600 shares (+14.8%) vs Oct 31, 2024
2.6% of the stored float. Published Nov 26, 2024.
Settlement Oct 31, 2024
1,060,683 shares short
+125,281 shares (+13.4%) vs Oct 15, 2024
2.3% of the stored float. Published Nov 11, 2024.
Settlement Oct 15, 2024
935,402 shares short
-129,253 shares (-12.1%) vs Sep 30, 2024
2% of the stored float. Published Oct 24, 2024.
Settlement Sep 30, 2024
1,064,655 shares short
-71,045 shares (-6.3%) vs Sep 13, 2024
2.3% of the stored float. Published Oct 9, 2024.
Settlement Sep 13, 2024
1,135,700 shares short
-327,487 shares (-22.4%) vs Aug 30, 2024
2.4% of the stored float. Published Sep 24, 2024.
Settlement Aug 30, 2024
1,463,187 shares short
-26,533 shares (-1.8%) vs Aug 15, 2024
3.1% of the stored float. Published Sep 11, 2024.
Settlement Aug 15, 2024
1,489,720 shares short
+241,274 shares (+19.3%) vs Jul 31, 2024
3.2% of the stored float. Published Aug 26, 2024.
Settlement Jul 31, 2024
1,248,446 shares short
-160,938 shares (-11.4%) vs Jul 15, 2024
2.7% of the stored float. Published Aug 9, 2024.
Settlement Jul 15, 2024
1,409,384 shares short
+26,225 shares (+1.9%) vs Jun 28, 2024
3% of the stored float. Published Jul 24, 2024.
Settlement Jun 28, 2024
1,383,159 shares short
+347,628 shares (+33.6%) vs Jun 14, 2024
3% of the stored float. Published Jul 10, 2024.
Settlement Jun 14, 2024
1,035,531 shares short
+39,438 shares (+4%) vs May 31, 2024
2.2% of the stored float. Published Jun 26, 2024.
Settlement May 31, 2024
996,093 shares short
+18,673 shares (+1.9%) vs May 15, 2024
2.1% of the stored float. Published Jun 11, 2024.
Settlement May 15, 2024
977,420 shares short
-153,691 shares (-13.6%) vs Apr 30, 2024
2.1% of the stored float. Published May 24, 2024.
Settlement Apr 30, 2024
1,131,111 shares short
+17,068 shares (+1.5%) vs Apr 15, 2024
2.4% of the stored float. Published May 9, 2024.
Settlement Apr 15, 2024
1,114,043 shares short
-152,251 shares (-12%) vs Mar 28, 2024
2.4% of the stored float. Published Apr 24, 2024.
Settlement Mar 28, 2024
1,266,294 shares short
+478,345 shares (+60.7%) vs Mar 15, 2024
2.7% of the stored float. Published Apr 9, 2024.
Settlement Mar 15, 2024
787,949 shares short
+69,815 shares (+9.7%) vs Feb 29, 2024
1.7% of the stored float. Published Mar 26, 2024.
Settlement Feb 29, 2024
718,134 shares short
+57,471 shares (+8.7%) vs Feb 15, 2024
1.5% of the stored float. Published Mar 11, 2024.
Settlement Feb 15, 2024
660,663 shares short
+6,875 shares (+1.1%) vs Jan 31, 2024
1.4% of the stored float. Published Feb 27, 2024.
Settlement Jan 31, 2024
653,788 shares short
+53,453 shares (+8.9%) vs Jan 12, 2024
1.4% of the stored float. Published Feb 9, 2024.
Settlement Jan 12, 2024
600,335 shares short
+35,663 shares (+6.3%) vs Dec 29, 2023
1.3% of the stored float. Published Jan 24, 2024.
Settlement Dec 29, 2023
564,672 shares short
+126,900 shares (+29%) vs Dec 15, 2023
1.2% of the stored float. Published Jan 10, 2024.
Settlement Dec 15, 2023
437,772 shares short
-7,000 shares (-1.6%) vs Nov 30, 2023
0.9% of the stored float. Published Dec 26, 2023.
Settlement Nov 30, 2023
444,772 shares short
-27,653 shares (-5.9%) vs Nov 15, 2023
1% of the stored float. Published Dec 11, 2023.
Settlement Nov 15, 2023
472,425 shares short
-26,039 shares (-5.2%) vs Oct 31, 2023
1% of the stored float. Published Nov 24, 2023.
Settlement Oct 31, 2023
498,464 shares short
+117,976 shares (+31%) vs Oct 13, 2023
1.1% of the stored float. Published Nov 9, 2023.
Settlement Oct 13, 2023
380,488 shares short
+28,309 shares (+8%) vs Sep 29, 2023
0.8% of the stored float. Published Oct 24, 2023.
Settlement Sep 29, 2023
352,179 shares short
-76,712 shares (-17.9%) vs Sep 15, 2023
0.8% of the stored float. Published Oct 10, 2023.
Settlement Sep 15, 2023
428,891 shares short
-28,453 shares (-6.2%) vs Aug 31, 2023
0.9% of the stored float. Published Sep 26, 2023.
Settlement Aug 31, 2023
457,344 shares short
-77,894 shares (-14.6%) vs Aug 15, 2023
1% of the stored float. Published Sep 11, 2023.
Settlement Aug 15, 2023
535,238 shares short
-156,512 shares (-22.6%) vs Jul 31, 2023
1.1% of the stored float. Published Aug 24, 2023.
Settlement Jul 31, 2023
691,750 shares short
-5,696 shares (-0.8%) vs Jul 14, 2023
1.5% of the stored float. Published Aug 9, 2023.
Settlement Jul 14, 2023
697,446 shares short
+172,750 shares (+32.9%) vs Jun 30, 2023
1.5% of the stored float. Published Jul 25, 2023.
Settlement Jun 30, 2023
524,696 shares short
-94,788 shares (-15.3%) vs Jun 15, 2023
1.1% of the stored float. Published Jul 11, 2023.
Settlement Jun 15, 2023
619,484 shares short
+50,922 shares (+9%) vs May 31, 2023
1.3% of the stored float. Published Jun 26, 2023.
Settlement May 31, 2023
568,562 shares short
-8,767 shares (-1.5%) vs May 15, 2023
1.2% of the stored float. Published Jun 9, 2023.
Settlement May 15, 2023
577,329 shares short
+114,182 shares (+24.7%) vs Apr 28, 2023
1.2% of the stored float. Published May 24, 2023.
Settlement Apr 28, 2023
463,147 shares short
+134,438 shares (+40.9%) vs Apr 14, 2023
1% of the stored float. Published May 9, 2023.
Settlement Apr 14, 2023
328,709 shares short
-13,065 shares (-3.8%) vs Mar 31, 2023
0.7% of the stored float. Published Apr 25, 2023.
Settlement Mar 31, 2023
341,774 shares short
-62,659 shares (-15.5%) vs Mar 15, 2023
0.7% of the stored float. Published Apr 11, 2023.
Settlement Mar 15, 2023
404,433 shares short
+72,107 shares (+21.7%) vs Feb 28, 2023
0.9% of the stored float. Published Mar 24, 2023.
Settlement Feb 28, 2023
332,326 shares short
+14,267 shares (+4.5%) vs Feb 15, 2023
0.7% of the stored float. Published Mar 9, 2023.
Settlement Feb 15, 2023
318,059 shares short
-8,140 shares (-2.5%) vs Jan 31, 2023
0.7% of the stored float. Published Feb 24, 2023.
Settlement Jan 31, 2023
326,199 shares short
-42,024 shares (-11.4%) vs Jan 13, 2023
0.7% of the stored float. Published Feb 9, 2023.
Settlement Jan 13, 2023
368,223 shares short
-4,791 shares (-1.3%) vs Dec 30, 2022
0.8% of the stored float. Published Jan 24, 2023.
Settlement Dec 30, 2022
373,014 shares short
+43,440 shares (+13.2%) vs Dec 15, 2022
0.8% of the stored float. Published Jan 10, 2023.
Settlement Dec 15, 2022
329,574 shares short
+17,361 shares (+5.6%) vs Nov 30, 2022
0.7% of the stored float. Published Dec 26, 2022.
Settlement Nov 30, 2022
312,213 shares short
-272,318 shares (-46.6%) vs Nov 15, 2022
0.7% of the stored float. Published Dec 9, 2022.
Settlement Nov 15, 2022
584,531 shares short
-251,382 shares (-30.1%) vs Oct 31, 2022
1.3% of the stored float. Published Nov 24, 2022.
Settlement Oct 31, 2022
835,913 shares short
+42,244 shares (+5.3%) vs Oct 14, 2022
1.8% of the stored float. Published Nov 9, 2022.
Settlement Oct 14, 2022
793,669 shares short
+154,830 shares (+24.2%) vs Sep 30, 2022
1.7% of the stored float. Published Oct 25, 2022.
Settlement Sep 30, 2022
638,839 shares short
-60,521 shares (-8.7%) vs Sep 15, 2022
1.4% of the stored float. Published Oct 11, 2022.
Settlement Sep 15, 2022
699,360 shares short
-68,649 shares (-8.9%) vs Aug 31, 2022
1.5% of the stored float. Published Sep 26, 2022.
Settlement Aug 31, 2022
768,009 shares short
-55,234 shares (-6.7%) vs Aug 15, 2022
1.6% of the stored float. Published Sep 9, 2022.
Settlement Aug 15, 2022
823,243 shares short
-8,982 shares (-1.1%) vs Jul 29, 2022
1.8% of the stored float. Published Aug 24, 2022.
Settlement Jul 29, 2022
832,225 shares short
-27,054 shares (-3.1%) vs Jul 15, 2022
1.8% of the stored float. Published Aug 9, 2022.
Settlement Jul 15, 2022
859,279 shares short
-15,433 shares (-1.8%) vs Jun 30, 2022
1.8% of the stored float. Published Jul 26, 2022.
Settlement Jun 30, 2022
874,712 shares short
+23,445 shares (+2.8%) vs Jun 15, 2022
1.9% of the stored float. Published Jul 11, 2022.
Settlement Jun 15, 2022
851,267 shares short
+220,399 shares (+34.9%) vs May 31, 2022
1.8% of the stored float. Published Jun 24, 2022.
Settlement May 31, 2022
630,868 shares short
+61,080 shares (+10.7%) vs May 13, 2022
1.4% of the stored float. Published Jun 9, 2022.
Settlement May 13, 2022
569,788 shares short
-23,039 shares (-3.9%) vs Apr 29, 2022
1.2% of the stored float. Published May 24, 2022.
Settlement Apr 29, 2022
592,827 shares short
+29,540 shares (+5.2%) vs Mar 31, 2022
1.3% of the stored float. Published May 10, 2022.
Settlement Mar 31, 2022
563,287 shares short
-107,139 shares (-16%) vs Mar 15, 2022
1.2% of the stored float. Published Apr 11, 2022.
Settlement Mar 15, 2022
670,426 shares short
-130,546 shares (-16.3%) vs Feb 28, 2022
1.4% of the stored float. Published Mar 24, 2022.
Settlement Feb 28, 2022
800,972 shares short
+202,920 shares (+33.9%) vs Feb 15, 2022
1.7% of the stored float. Published Mar 9, 2022.
Settlement Feb 15, 2022
598,052 shares short
+155,568 shares (+35.2%) vs Jan 31, 2022
1.3% of the stored float. Published Feb 24, 2022.
Settlement Jan 31, 2022
442,484 shares short
+70,434 shares (+18.9%) vs Jan 14, 2022
0.9% of the stored float. Published Feb 9, 2022.
Settlement Jan 14, 2022
372,050 shares short
+38,955 shares (+11.7%) vs Dec 31, 2021
0.8% of the stored float. Published Jan 25, 2022.
Settlement Dec 31, 2021
333,095 shares short
-74,779 shares (-18.3%) vs Dec 15, 2021
0.7% of the stored float. Published Jan 11, 2022.
Settlement Dec 15, 2021
407,874 shares short
+98,606 shares (+31.9%) vs Nov 30, 2021
0.9% of the stored float. Published Dec 24, 2021.
Settlement Nov 30, 2021
309,268 shares short
-78,359 shares (-20.2%) vs Nov 15, 2021
0.7% of the stored float. Published Dec 9, 2021.
Settlement Nov 15, 2021
387,627 shares short
-172,803 shares (-30.8%) vs Oct 29, 2021
0.8% of the stored float. Published Nov 24, 2021.
Settlement Oct 29, 2021
560,430 shares short
+33,660 shares (+6.4%) vs Oct 15, 2021
1.2% of the stored float. Published Nov 9, 2021.
Settlement Oct 15, 2021
526,770 shares short
-62,004 shares (-10.5%) vs Sep 30, 2021
1.1% of the stored float. Published Oct 26, 2021.
Settlement Sep 30, 2021
588,774 shares short
-147,204 shares (-20%) vs Sep 15, 2021
1.3% of the stored float. Published Oct 11, 2021.
Settlement Sep 15, 2021
735,978 shares short
+71,028 shares (+10.7%) vs Aug 31, 2021
1.6% of the stored float. Published Sep 24, 2021.
Settlement Aug 31, 2021
664,950 shares short
-26,795 shares (-3.9%) vs Aug 13, 2021
1.4% of the stored float. Published Sep 9, 2021.
Settlement Aug 13, 2021
691,745 shares short
+74,704 shares (+12.1%) vs Jul 30, 2021
1.5% of the stored float. Published Aug 24, 2021.
Settlement Jul 30, 2021
617,041 shares short
-69,233 shares (-10.1%) vs Jul 15, 2021
1.3% of the stored float. Published Aug 10, 2021.
Settlement Jul 15, 2021
686,274 shares short
-24,302 shares (-3.4%) vs Jun 30, 2021
1.5% of the stored float. Published Jul 26, 2021.
Settlement Jun 30, 2021
710,576 shares short
-132,938 shares (-15.8%) vs Jun 15, 2021
1.5% of the stored float. Published Jul 9, 2021.
Settlement Jun 15, 2021
843,514 shares short
+121,096 shares (+16.8%) vs May 14, 2021
1.8% of the stored float. Published Jun 24, 2021.
Settlement May 14, 2021
722,418 shares short
-49,115 shares (-6.4%) vs Apr 30, 2021
1.5% of the stored float. Published May 25, 2021.
Settlement Apr 30, 2021
771,533 shares short
-29,113 shares (-3.6%) vs Apr 15, 2021
1.7% of the stored float. Published May 11, 2021.
Settlement Apr 15, 2021
800,646 shares short
-2,680 shares (-0.3%) vs Mar 31, 2021
1.7% of the stored float. Published Apr 26, 2021.
Settlement Mar 31, 2021
803,326 shares short
-72,680 shares (-8.3%) vs Mar 15, 2021
1.7% of the stored float. Published Apr 9, 2021.
Settlement Mar 15, 2021
876,006 shares short
+140,843 shares (+19.2%) vs Feb 26, 2021
1.9% of the stored float. Published Mar 24, 2021.
Settlement Feb 26, 2021
735,163 shares short
+69,902 shares (+10.5%) vs Jan 29, 2021
1.6% of the stored float. Published Mar 9, 2021.
Settlement Jan 29, 2021
665,261 shares short
-123,201 shares (-15.6%) vs Jan 15, 2021
1.4% of the stored float. Published Feb 9, 2021.
Settlement Jan 15, 2021
788,462 shares short
1.7% of the stored float. Published Jan 26, 2021.
Change = this settlement’s shares short − the previous recorded settlement’s shares short; percentage change divides by that earlier count. A zero earlier count has no percentage change. Split-spanning counts are left uncompared. Float percentages use the stored settlement observation, not today’s float.
Source: stored FINRA equity short-interest records. Adjusted prices exclude a reused ticker’s earlier issuer. FINRA data and reporting dates · How to read short interest
Dividends and stock splits
Through Nov 13, 2026
Recorded amounts and dates, not confirmation of cash received.
View all 1 split
| Ex-date | Event | Recorded detail |
|---|---|---|
| Jul 1, 1996 | Forward split | 2 for 1Each 1 pre-split share becomes 2 post-split shares. |
Cash bars retain the event's recorded currency and share basis. The yield line divides recorded cash in the preceding 365 days, adjusted for intervening splits, by a verified raw close in the same currency. Special dividends are included. Future ex-dates are excluded from yield. A split changes share count, not investment value. For long shares, past entitlement depends on when you held them; short shares can create a dividend payment obligation.
Source: recorded cash-dividend and split events.
Portfolio context
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Sign inMarket context
Smart money context
Holder IQ: MEDIUM
16 smart-money holders: institutions with a high Holder IQ
Q2 2026, filed Oct 29, 2026
Red flags
Red flags: 1
Largest 13-F holders · Q2 2026
262 filers reported a long position in CBZ for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
The top 10 hold
57.3%
of the 51.2M shares 13-F filers reported
Moves vs Q1 2026
6 added3 trimmed
1 unchanged
Net shares held
+5.8%
across the 10 holders with a comparable Q1 2026 book
| Rank | Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|---|
| 1 | FMR LLC | $258.2M · 8M shares | 8M | +7.1% |
| 2 | BlackRock, Inc. | $159.5M · 5M shares | 5M | +30.4% |
| 3 | Bank of Montreal | $110.8M · 3.5M shares | 3.5M | -1.5% |
| 4 | 22C Capital LLC | $102.7M · 3.2M shares | 3.2M | Unchanged |
| 5 | Vanguard Capital Management LLC | $72.5M · 2.3M shares | 2.3M | +5.3% |
| 6 | Vanguard Portfolio Management LLC | $72.3M · 2.3M shares | 2.3M | +8.7% |
| 7 | Morgan Stanley | $47.9M · 1.5M shares | 1.5M | -25.7% |
| 8 | Geode Capital Management, LLC | $40.3M · 1.3M shares | 1.3M | +8.5% |
| 9 | State Street Corp | $39.9M · 1.2M shares | 1.2M | +8.1% |
| 10 | P2 Capital Partners, LLC | $36.5M · 1.1M shares | 1.1M | -0.3% |
Sign in to see each holder’s Holder IQ, factor-adjusted Holder IQ and rank, and compare these holders with all scored filers. Available on every plan.
Sign in5% holder filings (13D / 13G)
Holders of more than 5% of CBZ file with the SEC within days. A 13D holder may seek to influence the company; a 13G holder is passive. Each holder’s latest filing from the last three years.
| Filed | Holder | % of class |
|---|---|---|
| Nov 5, 2026 | FMR LLC13G · passive · amended | 5.8% |
| May 14, 2026 | Capital Research Global Investors13G · passive · amended | 0%under 5% |
| May 13, 2026 | Bank of Montreal13G · passive | 6.37% |
| May 11, 2026 | Morgan Stanley13G · passive · amended | 3%under 5% |
| Mar 26, 2026 | Vanguard Group Inc13G · passive · amended | 0%under 5% |
Moves the factor model did not explain
How much of CBZ’s move accompanied the market and its measured style leanings, and how much was left? The residual is unexplained by this fitted model. It does not establish a cause, skill or future alpha.
Return split unavailable. A complete, reconciled model for every market session in this window is unavailable. Missing dates are not filled.
Link an account with dated transactions to see what share of your own holding’s move since its purchase-date close was unexplained, with long and short positions distinguished. Your private holdings never enter this public chart.
Dated model observations (11)
Daily percentage returns, not window contributions. Source: the same dated warehouse rows and model v1.2.0; observed 2026-11-13T16:48:16.132Z. Absent sessions are never interpolated; missing or failed inputs stay unavailable.
| Date | Stock | Market | Styles | Residual |
|---|---|---|---|---|
| +0.09% | -1.05% | +0.66% | +0.49% | |
| 0.00% | +0.36% | -0.35% | -0.01% | |
| +0.20% | +0.43% | +0.83% | -1.06% | |
| -0.07% | +0.49% | -0.44% | -0.12% | |
| +0.07% | -1.09% | +3.84% | -2.68% | |
| +0.09% | -0.46% | +1.27% | -0.72% | |
| -0.16% | +0.50% | -1.96% | +1.29% | |
| -0.05% | +0.68% | -2.64% | +1.90% | |
| +0.24% | +0.37% | -1.03% | +0.90% | |
| +0.05% | -0.46% | +1.39% | -0.88% | |
| 0.00% | -1.77% | +2.24% | -0.47% |
How this split is calculated
Each day uses that day’s fitted market intercept and style exposures multiplied by that day’s published factor returns. Their sum plus the independently stored residual must reconcile to the stock return. Window effects are weighted by stock wealth at each day’s start and added; the stock return compounds. Every expected US market session must be present and pass source, identity, model and numerical checks. This retrospective fit is an explanation of measured returns, not evidence of causation or an investable forecast. The window ends at the latest published model session, which can lag the market; today’s unfinished session is excluded.
What insiders reported owning
Reading dated filing evidence…
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